Watch on YouTube: https://youtu.be/QIo2_DyMi6w

💡 Nvidia's Strategy: Nvidia plans to produce CPUs, directly competing with Intel in the market.

📊 Market Dominance Shift: Intel's influence has declined since the PC era, and Nvidia's move into traditional CPU space poses a significant threat.

🔌 New Nvidia Chips: Planning ARM chips compatible with Windows, expected launch in 2025.

🔄 ARM's Role: ARM provides designs to companies like Nvidia but isn’t interested in manufacturing.

🚀 AMD and Qualcomm Threat: Both companies are working on competing ARM CPUs and AI chips.

🤔 Geopolitical Impact: TSMC's location in Taiwan presents geopolitical risks that could affect Nvidia’s business and supply chain.

🚫 U.S. vs China: Laws restrict Nvidia sales to China, fears over Taiwan invasion lead to U.S. discouraging tech trade with China.

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